Purchases and Sales Made in Q4 2024 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q4 2024. The information is specifically focused on institutions that hold shares of SCHWAB US AGGREGATE BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.6K+ 104.63% |
$127K - $266K
|
11K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.49K+ 76.89% |
$124K - $261K
|
12.6K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.38K+ 108.77% |
$122K - $256K
|
10.3K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.36K+ 27.18% |
$121K - $255K
|
25.1K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.27K+ 100.0% |
$119K - $251K
|
10.5K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.07K+ 100.0% |
$115K - $241K
|
10.1K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.06K+ 102.64% |
$114K - $240K
|
9.99K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.04K+ 97.86% |
$114K - $240K
|
10.2K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.95K+ 59.3% |
$112K - $235K
|
13.3K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
4.94K+ 101.71% |
$112K - $235K
|
9.8K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
4.87K+ 100.68% |
$110K - $231K
|
9.71K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
4.86K+ 86.8% |
$110K - $231K
|
10.5K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.82K+ 48.99% |
$109K - $229K
|
14.6K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.66K+ 54.92% |
$105K - $221K
|
13.1K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.62K+ 20.64% |
$105K - $219K
|
27K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.58K+ 74.13% |
$104K - $218K
|
10.8K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4.55K+ 100.0% |
$103K - $216K
|
9.11K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.51K+ 96.63% |
$102K - $214K
|
9.17K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.5K+ 102.67% |
$102K - $214K
|
8.89K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.49K+ 101.77% |
$102K - $213K
|
8.9K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.47K+ 101.18% |
$101K - $212K
|
8.88K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
4.45K+ 63.78% |
$101K - $212K
|
11.4K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.43KNew |
$100K - $211K
|
4.43K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.43K+ 48.43% |
$100K - $210K
|
13.6K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.4K+ 66.67% |
$99.6K - $209K
|
11K
$255K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.39K+ 94.83% |
$99.2K - $208K
|
9.01K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.38K+ 102.63% |
$99.1K - $208K
|
8.64K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
4.29KNew |
$97K - $204K
|
4.29K
$99.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 88.97% |
$96.5K - $203K
|
9.06K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.07K+ 69.05% |
$92.1K - $193K
|
9.96K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.89K+ 4.98% |
$87.9K - $185K
|
81.9K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.82K+ 100.0% |
$86.4K - $181K
|
7.64K
$177K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.71K+ 49.26% |
$83.9K - $176K
|
11.2K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.68K+ 40911.11% |
$83.3K - $175K
|
3.69K
$85.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.67K+ 46.8% |
$83K - $174K
|
11.5K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.67K+ 100.0% |
$82.9K - $174K
|
7.33K
$170K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.6K+ 66.1% |
$81.5K - $171K
|
9.05K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3.55K+ 100.0% |
$80.3K - $169K
|
7.09K
$164K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.54K+ 100.85% |
$80.2K - $168K
|
7.06K
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.25K+ 100.0% |
$73.5K - $154K
|
6.5K
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3.15K+ 96.33% |
$71.3K - $150K
|
6.42K
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.97K+ 81.61% |
$67.2K - $141K
|
6.61K
$153K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.92K+ 99.97% |
$66K - $139K
|
5.84K
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.83K+ 86.0% |
$63.9K - $134K
|
6.11K
$142K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.81K+ 161.54% |
$63.5K - $133K
|
4.54K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.77K+ 373.14% |
$62.6K - $131K
|
3.51K
$81.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.75KNew |
$62.3K - $131K
|
2.75K
$63.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.69K+ 80.9% |
$60.9K - $128K
|
6.02K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.54K+ 113.94% |
$57.5K - $121K
|
4.77K
$111K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.38KNew |
$53.8K - $113K
|
2.38K
$55.1K
|